Impact our
future through
PLANNED GIVING
Help CSUF achieve its goals for current and future generations. Find peace of mind through a wide variety of tax benefits.
Help CSUF achieve its goals for current and future generations. Find peace of mind through a wide variety of tax benefits.
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift to be made to family, friends or Cal State Fullerton as part of your estate plan.
Click here to review sample Bequest Language.
A bequest may be made in several ways:
A retirement asset, such as an IRA account, makes an excellent bequest to us. If the IRA were given to your family, much of the value may be lost through estate and income taxes. By designating Cal State Fullerton as the beneficiary of all or part of your IRA (using a beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.
Please contact us to learn more about the benefits of making a charitable gift.